Smart rule multiple location and grouping

[sir]

Hi All,
I found this to happen as I am setting up smart rules in DT3:
I have so far 5 DBs because I need separate classifications to happen.
I have to duplicate rules multiple times to make them work on multiple DBs because there is always that coupe DBs where the rule does not apply. is there a way to run a rule on multiple but not all databases?

also, is there a way, alternatively or in parallel, to create visual folders for smart rules? now they are all just there in a bunch, I can just reorder them.

[BLUEFROG]

is there a way to run a rule on multiple but not all databases?

No. You can target a specific database or all open databases.

also, is there a way, alternatively or in parallel, to create visual folders for smart rules?

No, but this is planned for a future release.

[devamag]

What is the best method for setting up multiple “Search in” locations for a Smart Rule?

I have a Smart Rule whose criteria I want to apply to several locations across my database. (The rule will replicate a group’s contents to a particular “quick links” group.)

Do I need to create a separate Smart Rule, with the same criteria, for every group location to which I want to apply the rule?

[Sorry. I didn’t intend to “reply” to a particular person. I couldn’t figure out how to change that once I’d done it.]

[cgrunenberg]

@devamag

What is the best method for setting up multiple “Search in” locations for a Smart Rule?

If the locations are in the same database, then you could replicate them to a new group and search in this group.

[devamag]

@cgrunenberg

If the locations are in the same database, then you could replicate them to a new group and search in this group

If I understand you correctly, this would seem to negate the reason for the particular Smart Rule. If I (manually) replicate them, then there would seem to be no need to replicate them using the Smart Rule.

[cgrunenberg]

@devamag

If I understand you correctly, this would seem to negate the reason for the particular Smart Rule. If I (manually) replicate them, then there would seem to be no need to replicate them using the Smart Rule.

How would (or does) the smart rule actually look like?

[BLUEFROG]

You could set up a smart rule pointing at each group but @cgrunenberg’s suggestion wouldn’t negate your intention.

Here the two groups have been replicated to one group - Search here. Now you can target that group and effectively search only those two groups in one smart rule.

[devamag]

Ahh!! Now I see. The visual helped my tiny mind grasp the concept. Thanks to you both!

@cgrunenberg

If the [“Search in”] locations are in the same database, then you could replicate [the “Search in” locations] to a new group and search in this group.

[BLUEFROG]

You’re welcome and sometimes a screen capture just makes things obvious